Phillips Financial Management, LLC Consumer Staples Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 330 shares of XLP stock, worth $25,093. This represents 0.0% of its overall portfolio holdings.

Number of Shares
330
Previous 626 47.28%
Holding current value
$25,093
Previous $47,000 46.81%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$76.04 - $76.04 $22,507 - $22,507
-296 Reduced 47.28%
330 $25,000
Q2 2024

Aug 08, 2024
BUY
$73.08 - $78.4 $21,631 - $23,206
296 Added 89.7%
626 $47,000
Q3 2022

Nov 08, 2022
BUY
N/A
330 New
330 $22,000

Others Institutions Holding XLP

# of Institutions
1,311
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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